SL

Salomon & Ludwin Portfolio holdings

AUM $1.11B
1-Year Est. Return 11.81%
This Quarter Est. Return
1 Year Est. Return
+11.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$896M
AUM Growth
-$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$2.24M
3
+$1.87M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$820K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$317K

Top Sells

1
+$27.8M
2
+$22.1M
3
+$21.1M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$14M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$13M

Sector Composition

1 Technology 5.5%
2 Consumer Staples 1.44%
3 Consumer Discretionary 1.12%
4 Financials 0.81%
5 Healthcare 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$3.41K ﹤0.01%
21
-28
552
$3.4K ﹤0.01%
51
553
$3.39K ﹤0.01%
271
554
$3.36K ﹤0.01%
100
555
$3.33K ﹤0.01%
28
556
$3.31K ﹤0.01%
25
-21
557
$3.29K ﹤0.01%
2
558
$3.26K ﹤0.01%
71
559
$3.11K ﹤0.01%
58
560
$3.08K ﹤0.01%
12
-53
561
$3.05K ﹤0.01%
21
562
$3.04K ﹤0.01%
73
563
$2.97K ﹤0.01%
13
-47
564
$2.92K ﹤0.01%
141
-166
565
$2.8K ﹤0.01%
120
566
$2.73K ﹤0.01%
1,209
567
$2.73K ﹤0.01%
16
568
$2.71K ﹤0.01%
73
569
$2.69K ﹤0.01%
32
570
$2.64K ﹤0.01%
1,013
571
$2.6K ﹤0.01%
42
572
$2.6K ﹤0.01%
48
573
$2.59K ﹤0.01%
4
574
$2.48K ﹤0.01%
11
575
$2.47K ﹤0.01%
202
-5,649
21 22
23
24 25